Tax Exempt Bond Compliance Conference 2017 Agenda
Hilton Lake Buena Vista | Orlando, FL
December 4- December 6, 2017
   

Monday, December 4

7:00 a.m. - 8:15 a.m.    Breakfast

8:30 a.m. - 12:00 p.m.    Primer- Fundamentals of Compliance

12:00 p.m. - 1:00 p.m.    Lunch

1:15 p.m. - 5:00 p.m     Conference Sessions

5:00 p.m. - 6:00 p.m.    Welcome Reception

Tuesday, December 5

7:00 a.m. - 8:15 a.m.     Breakfast

8:30 a.m. - 12:00 p.m.    Conference Sessions

12:00 p.m. - 1:00 p.m.    Lunch

1:00 p.m. - 5:00 p.m.    Conference Sessions

Wednesday, December 6

7:00 a.m. - 8:15 a.m.     Breakfast

8:30 a.m. - 12:00 p.m.   Conference Sessions

12:00 p.m. - 1:00 p.m.    Lunch

1:15 p.m. - 3:30 p.m   Conference Sessions

Some of the topics to be covered include:

  • Developing and Strengthening Your Compliance Policy
  • Monitoring Compliance
  • Tools to Optimize Compliance Efforts
  • The Private Business Use Calculation
  • Form 990 Schedule K
  • Management Contracts
  • New Allocation Rules for Mixed Use Projects
  • P3’s
  • Strategic Debt Planning

Deep Dive sessions will enable practitioners to discuss specific scenarios for:

  • Private Use Compliance
  • Reallocations
  • Refundings
  • Understanding PBU Exceptions

 

 

 

Note: Program is subject to change